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Cornerstone Planning Group’s OSI Systems OSIS Stock Holding History

Cornerstone Planning Group’s Portfolio OSIS Stock Details OSIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.52K Sell
12
-6
-33% -$1.47K ﹤0.01% 1265
2026
Q1 		$4.23K Hold
18
– – ﹤0.01% 1127
2025
Q4 		$4.88K Sell
18
-58
-76% -$15.1K ﹤0.01% 997
2025
Q3 		$7.06K Buy
+76
New +$17.3K ﹤0.01% 857

Other funds holding OSIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cornerstone Planning Group's OSIS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its OSI Systems (OSIS) stake by 33% in Q2 2026, selling an estimated $1.47K and leaving 12 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Cornerstone Planning Group first reported a position in OSIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.06K in Q3 2025. 169 funds tracked by Wall St. Rank hold OSIS as of Q2 2026.

  • Cornerstone Planning Group held 12 shares of OSI Systems worth $2.52K as of Q2 2026.
  • Cornerstone Planning Group sold 6 OSI Systems shares in Q2 2026, an estimated $1.47K.
  • OSI Systems made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1265 holding.
  • Cornerstone Planning Group first reported a position in OSI Systems in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's OSI Systems position peaked at $7.06K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held OSI Systems as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.